Stifel Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$797K Buy
2025
Q1
$569K Sell
2024
Q4
$1.38M Buy
2024
Q3
$644K Buy
2024
Q2
$557K Sell
2024
Q1
$803K Sell
2023
Q4
$914K Sell
2023
Q3
$829K Sell
2023
Q2
$1.17M Buy
2023
Q1
$1.08M Buy
2022
Q4
$920K Buy
2022
Q3
$638K Buy
2022
Q2
$650K Sell
2022
Q1
$1.21M Sell
2021
Q4
$1.45M Buy
2021
Q3
$1M Sell
2021
Q2
$1.22M Buy
2021
Q1
$1.03M Buy
2020
Q4
$411K Buy